Walkner Condon Financial Advisors’s Slack Technologies, Inc. WORK Stock Holding History

Walkner Condon Financial Advisors’s Portfolio WORK Stock Details WORK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-22,726	Closed	-$1.01M	–	183
2021 Q2	$1.01M	Hold	22,726	–	–	0.37%	57
2021 Q1	$923K	Hold	22,726	–	–	0.36%	65
2020 Q4	$960K	Sell	22,726 -1,422	-6%	-$48.1K	0.41%	52
2020 Q3	$649K	Hold	24,148	–	–	0.35%	57
2020 Q2	$751K	Buy	+24,148	New	+$726K	0.66%	27

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Walkner Condon Financial Advisors's WORK Position: Q3 2021 in Review

Walkner Condon Financial Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 22,726 shares — an estimated $1.01M sold.

Walkner Condon Financial Advisors first reported a position in WORK in Q2 2020 and held it in 5 quarters. The position peaked at $1.01M in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Walkner Condon Financial Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Walkner Condon Financial Advisors sold 22,726 Slack Technologies, Inc. shares in Q3 2021, an estimated $1.01M.
Walkner Condon Financial Advisors first reported a position in Slack Technologies, Inc. in Q2 2020 and held it in 5 quarters.
Walkner Condon Financial Advisors's Slack Technologies, Inc. position peaked at $1.01M in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.